Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$574B
AUM Growth
+$126B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,646
New
Increased
Reduced
Closed

Top Buys

1 +$5.53B
2 +$3.62B
3 +$3.09B
4
VTV icon
Vanguard Value ETF
VTV
+$2.91B
5
MBB icon
iShares MBS ETF
MBB
+$2.82B

Sector Composition

1 Technology 9.49%
2 Financials 9.05%
3 Healthcare 8.14%
4 Industrials 7.69%
5 Consumer Staples 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3676
$1.18M ﹤0.01%
124,217
+4,623
3677
$1.18M ﹤0.01%
12,802
-671
3678
$1.18M ﹤0.01%
58,429
+3,366
3679
$1.17M ﹤0.01%
76,651
+5,784
3680
$1.17M ﹤0.01%
67,468
+2,169
3681
$1.17M ﹤0.01%
27,305
-2,550
3682
$1.17M ﹤0.01%
9,869
+1,210
3683
$1.16M ﹤0.01%
71,938
-14,327
3684
$1.16M ﹤0.01%
30,840
-19,908
3685
$1.16M ﹤0.01%
101,228
+26,800
3686
$1.16M ﹤0.01%
26,717
-37,654
3687
$1.16M ﹤0.01%
89,563
+73
3688
$1.16M ﹤0.01%
113,798
-6,908
3689
$1.15M ﹤0.01%
48,015
+39,871
3690
$1.15M ﹤0.01%
132,329
-2,561
3691
$1.15M ﹤0.01%
10,891
+336
3692
$1.15M ﹤0.01%
68,587
-3,420
3693
$1.15M ﹤0.01%
39,767
-11
3694
$1.14M ﹤0.01%
34,706
+7,942
3695
$1.14M ﹤0.01%
48,512
-3,327
3696
$1.14M ﹤0.01%
20,797
+1,679
3697
$1.14M ﹤0.01%
31,941
-54,989
3698
$1.14M ﹤0.01%
33,476
+1,761
3699
$1.14M ﹤0.01%
74,835
-1,076
3700
$1.14M ﹤0.01%
92,240
-13,332